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Global Capital Markets Outlook 2025

Navigating Volatility and Capital Reallocation

Our flagship annual report analyzing global capital flows, interest rate policy impacts, and corporate financing strategies for 2025.

Published Jan 10, 2025
45 min read
5.4 MB
12 preview pages
Global Capital Markets Outlook 2025

Executive summary

As central bank policies diverge, global capital markets are entering a new phase. This report helps CFOs understand where the opportunities for low-cost capital lie.

Key findings

1

Private credit issuance expected to grow by 15% YoY.

2

M&A activity rebounding in the manufacturing and TMT sectors.

3

Green bond premiums (Greenium) are stabilizing.

4

Supply chain diversification driving FDI shifts to Southeast Asia and Mexico.

Table of contents

Executive SummaryPage 4
Global Liquidity AnalysisPage 12
Equity Market Valuation TrendsPage 28
Debt financing & Credit MarketsPage 45
Sector RecommendationsPage 62

Methodology

Based on data from 50+ global exchanges and proprietary surveys of 200+ institutional investors.

Data sources

Longitude Advisors Proprietary Data, Bloomberg, IMF

About the author

JC

James Chen

Managing Partner

Expert in capital markets with 10+ years of institutional research leadership.